Rakuten US$2.4bn Placement - Recent Updates and Comparison to past Deals
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the updates since our last note. and...
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Silicon Wafers Imminent Capacity Glut
Wafer demand in 2023 has fallen to just 86% of global capacity, lowest in a decade. It could take until 2026 for global supply and demand to return...
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SUMCO Q1’23 Revenues of ¥109.9 Billion, -6.4% QoQ but up 10% YoY. Q2'23 Flat QoQ
Q1’23 revenues of ¥109.9 billion, better than forecasted, down 6.4% QoQ but up 10% YoY.Q2'23 forecasted flat sequentially, no full year 2023...
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Siltronic Q1'23 Revenue €404.4 Million, -14.3% QoQ And -3% YoY. Q2'23 Flat QoQ
Q1’23 revenues of €404.4 million, -14.3% QoQ and -3% YoY. Q2'23 revenues to be flat sequentially. No second half recovery. Why? And why did...
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Globalwafers Q1'23 Revenues up 1% QoQ, 14.2% YoY
Q1’23 revenues of NT$18.6 billion, up 14.2% YoY and up ~1% QoQ. No specific Q2'23 forecast provided but we fully expect a sequential decline and...
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